- Capco, a Wipro Company (New York, NY)
- …transformations + Deep experience working within Financial Services, Capital Markets, Insurance, or Wealth & Asset Management in a data change role + Proven ... data strategy, defining business and technology initiatives across the data management lifecycle, and aligning multi-year strategic roadmaps with client's business… more
- JPMorgan Chase (New York, NY)
- …with a platform of both depth and breadth. The Private Bank Digital Wealth Planning Product Associate will focus on the execution of our goals-based planning ... This role requires a proactive individual with a foundational understanding of Wealth Planning and Advice, capable of supporting product execution to deliver value… more
- Citigroup (New York, NY)
- …for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... introductions + Responsible for maintaining effective controls around privacy information ( Wealth ) and MNPI (Banking). This individual will be a "wall straddler"… more
- Wells Fargo (Purchase, NY)
- **About this role:** Wells Fargo is seeking a Branch Complex Director in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... exception management + Execute on strategic vision of the Wealth and Investment Management (WIM) group of Wells Fargo to help Advisors and Client Associates… more
- Citigroup (New York, NY)
- …for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client, Wealth at ... experienced investment professional with Alternative Investments knowledge, exceptional relationship management , communication and influencing skills, and strong sales experience.… more
- Citigroup (New York, NY)
- …functional strategy and new business origination in areas managed. Full management responsibility for multiple teams across several locations, including ... management of people, budget and planning, to include duties...Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the… more
- Broadridge Financial Solutions (Edgewood, NY)
- …to C-level stakeholders. + Deep knowledge of Financial Services Industry, preferably in the wealth and asset management segments. + 15+ years in sales or account ... team members in the pursuit of individual and collective goals. + Pipeline management and communication, reporting to key stakeholders. + Engagement in GTM design… more
- TD Bank (New York, NY)
- …audits + Responsible for planning of audits + Responsible for contact with management regarding audit scope, status, and findings + Works at direction of Audit ... for staff + Supervises findings follow up tasks with management and audit staff + Is a subject matter...**Preferred** : We're specifically looking for someone that has Wealth Internal Audit experience. Experience with audit in-charged would… more
- Citigroup (New York, NY)
- …application + Effective verbal, written and negotiation skills + Effective project management skills + Effective influencing and relationship management skills + ... **Most Relevant Skills** Control Monitoring, Data Analysis, Industry Knowledge, Issue Management , Laws and Regulations, Professional Standards, Risk Management ,… more
- TD Bank (New York, NY)
- …resources and/or vendors in coordination of competing priorities. Executes project management deliverables within budget working with staff and business partners. ... as a consultant to the business lines + Prepares management reports to summarize the status of projects and...policies and procedures + Utilizes the Company business project management model as appropriate to manage high visibility, Company… more